Make it easier to edit templates without needing to apply the template first (e.g. in Template Center) | Voters

Make it easier to edit templates without needing to apply the template first (e.g. in Template Center)

Michelle Duchene

I shouldn't have to create a task, apply a template, edit the task, then save the template.

I should be able to edit the template directly in the template centre, then close the template centre when finished.

January 7, 2021

Lily Chan

Pinned

Hey everyone! Thank you for sharing your ideas! In order to help with prioritization, I'm going to keep this request focused on making it easier to edit templates without applying the template first.

I'm using the below separate posts for each of the other main ideas in this feature request:

Preview a template before applying it: https://feedback.clickup.com/feature-requests/p/preview-a-template-before-applying-it
See where templates are being referenced (e.g. automations, task templates): https://feedback.clickup.com/feature-requests/p/see-where-templates-are-being-referenced-eg-automations-task-templates
Ability to organize templates: https://feedback.clickup.com/feature-requests/p/ability-to-organize-my-templates-in-template-center-or-a-template-hub

If you'd like to add a vote and share your feedback on the other requests, this will help our team prioritize your different ideas.

Thank you!

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Lily Chan

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Josh Ankenmann

Lily Chan Any update on timeline for this? It's been open for a year and previously marked "in progress." Templates are extremely difficult to use for our team without being able to easily update them.

Lily Chan

Josh Ankenmann Thank you for asking! I acknowledge the difficulty of being able to easily update and manage templates. I don't have an updated timeline at this time. We are currently focused on quality and template reliability, especially during template application, as our number 1 priority.
As an interim workaround, some clients keep separate Spaces/Folders/Lists/Tasks as their original source for template objects.
This is definitely top of mind for me and I'll keep this thread posted when we can get this prioritized and start working on scoping and design for it.

Lily Chan

Hey everyone! Thank you for sharing your ideas! In order to help with prioritization, I'm going to keep this request focused on making it easier to edit templates without applying the template first.

I'm using the below separate posts for each of the other main ideas in this feature request:

Preview a template before applying it: https://feedback.clickup.com/feature-requests/p/preview-a-template-before-applying-it
See where templates are being referenced (e.g. automations, task templates): https://feedback.clickup.com/feature-requests/p/see-where-templates-are-being-referenced-eg-automations-task-templates
Ability to organize templates: https://feedback.clickup.com/feature-requests/p/ability-to-organize-my-templates-in-template-center-or-a-template-hub

If you'd like to add a vote and share your feedback on the other requests, this will help our team prioritize your different ideas.

Thank you!

John

Josh Ankenmann

THIS! This is essential for automating systems in our business, and is the only way we would be able to meaningfully make use of templates.

Is there any update on the timeline for this?

Daniel Schlichter

Still excited for a serious upgrade to how templates are handled within clickup. It's a heck of a hassle to maintain and update templates.

Jason Logsdon

Yes!  
This is extremely manual and labor intensive for those of us who heavily use automation and need to make updates based on business needs, etc.  In increases unnecessary layers of error and risk each time a template is made.
This is an enhancement who comes sooner rather than later.

Rob Leslie

Please ... as our ClickUp champion, I feel embarrassed trying to teach my colleagues how to do this -- it should not be this hard.

Jon Parker

Agreed. Super annoying when applying List Templates to Sprint Folders. Having to make adjustments, and then save a new template for future sprints instead of just allowing us to edit the existing Template (or tell Sprint Folders to use previous Sprint). Current Template management feels too rigid

Mini C

When is this going to happen? It's a huge pain point and driving my teams away from ClickUp

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